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SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 401k Plan overview

Plan NameSIMKUS WEALTH MANAGEMENT, LLC 401K PLAN
Plan identification number 001

SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PRISM ADVISORY GROUP, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:PRISM ADVISORY GROUP, L.L.C.
Employer identification number (EIN):201516057
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ROBERT SAVINO2024-06-26
0012022-01-01ROBERT SAVINO2023-08-21
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01GAIL CURRAN
0012017-01-01GAIL CURRAN
0012016-01-01GAIL CURRAN
0012015-01-01GAIL CURRAN
0012014-01-01GAIL CURRAN
0012013-01-01GAIL CURRAN
0012012-01-01GAIL CURRAN
0012011-01-01GAIL CURRAN
0012010-01-01GAIL CURRAN
0012009-01-01GAIL CURRAN
0012009-01-01GAIL CURRAN
0012009-01-01GAIL CURRAN

Plan Statistics for SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN

401k plan membership statisitcs for SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN

Measure Date Value
2023: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-014
Total number of active participants reported on line 7a of the Form 55002023-01-014
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-014
Number of participants with account balances2023-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-015
Total number of active participants reported on line 7a of the Form 55002022-01-014
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-014
Number of participants with account balances2022-01-014
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016
Total number of active participants reported on line 7a of the Form 55002021-01-015
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015
Number of participants with account balances2021-01-015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-016
Number of participants with account balances2020-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016
Total number of active participants reported on line 7a of the Form 55002019-01-016
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-016
Number of participants with account balances2019-01-016
2018: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-016
Total number of active participants reported on line 7a of the Form 55002018-01-016
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-016
Number of participants with account balances2018-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-017
Total number of active participants reported on line 7a of the Form 55002017-01-016
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-016
Number of participants with account balances2017-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-016
Total number of active participants reported on line 7a of the Form 55002016-01-016
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-017
Number of participants with account balances2016-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-016
Total number of active participants reported on line 7a of the Form 55002015-01-016
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-016
Number of participants with account balances2015-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016
Total number of active participants reported on line 7a of the Form 55002014-01-016
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-016
Number of participants with account balances2014-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-016
Total number of active participants reported on line 7a of the Form 55002013-01-016
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-016
Number of participants with account balances2013-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-016
Number of participants with account balances2012-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-017
Total number of active participants reported on line 7a of the Form 55002011-01-016
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-016
Number of participants with account balances2011-01-016
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-016
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-017
Number of participants with account balances2010-01-017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN

Measure Date Value
2023 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$268,681
Expenses. Total of all expenses incurred2023-12-31$351,000
Benefits paid (including direct rollovers)2023-12-31$350,000
Total plan assets at end of year2023-12-31$1,306,281
Total plan assets at beginning of year2023-12-31$1,388,600
Value of fidelity bond covering the plan2023-12-31$1,000,000
Total contributions received or receivable from participants2023-12-31$80,053
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$158,928
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$-82,319
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,306,281
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,388,600
Assets. Value of participant loans2023-12-31$1,312
Assets. Value of assets in partnership/joint-venture interests2023-12-31$134,549
Total contributions received or receivable from employer(s)2023-12-31$29,700
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,000
2022 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-52,526
Expenses. Total of all expenses incurred2022-12-31$461,385
Benefits paid (including direct rollovers)2022-12-31$459,965
Total plan assets at end of year2022-12-31$1,388,600
Total plan assets at beginning of year2022-12-31$1,902,511
Value of fidelity bond covering the plan2022-12-31$1,000,000
Total contributions received or receivable from participants2022-12-31$78,558
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-225,441
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-513,911
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,388,600
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,902,511
Assets. Value of participant loans2022-12-31$6,167
Assets. Value of assets in partnership/joint-venture interests2022-12-31$144,276
Total contributions received or receivable from employer(s)2022-12-31$94,357
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$1,420
2021 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2021 401k financial data
Total income from all sources2021-12-31$388,847
Expenses. Total of all expenses incurred2021-12-31$1,498,360
Benefits paid (including direct rollovers)2021-12-31$1,498,291
Total plan assets at end of year2021-12-31$1,902,511
Total plan assets at beginning of year2021-12-31$3,012,024
Value of fidelity bond covering the plan2021-12-31$1,000,000
Total contributions received or receivable from participants2021-12-31$66,088
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$219,288
Net income (gross income less expenses)2021-12-31$-1,109,513
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,902,511
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,012,024
Assets. Value of participant loans2021-12-31$17,298
Assets. Value of assets in partnership/joint-venture interests2021-12-31$268,419
Total contributions received or receivable from employer(s)2021-12-31$103,471
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$69
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2020 401k financial data
Total income from all sources2020-12-31$503,426
Expenses. Total of all expenses incurred2020-12-31$4,784
Total plan assets at end of year2020-12-31$3,012,024
Total plan assets at beginning of year2020-12-31$2,513,382
Value of fidelity bond covering the plan2020-12-31$1,750,000
Total contributions received or receivable from participants2020-12-31$65,793
Contributions received from other sources (not participants or employers)2020-12-31$30,107
Other income received2020-12-31$303,395
Net income (gross income less expenses)2020-12-31$498,642
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,012,024
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,513,382
Assets. Value of participant loans2020-12-31$42,281
Assets. Value of assets in partnership/joint-venture interests2020-12-31$1,559,227
Total contributions received or receivable from employer(s)2020-12-31$104,131
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,784
2019 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2019 401k financial data
Total income from all sources2019-12-31$297,753
Expenses. Total of all expenses incurred2019-12-31$33,223
Benefits paid (including direct rollovers)2019-12-31$20,000
Total plan assets at end of year2019-12-31$2,513,382
Total plan assets at beginning of year2019-12-31$2,248,852
Value of fidelity bond covering the plan2019-12-31$1,750,000
Total contributions received or receivable from participants2019-12-31$43,948
Other income received2019-12-31$160,318
Net income (gross income less expenses)2019-12-31$264,530
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,513,382
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,248,852
Assets. Value of participant loans2019-12-31$62,357
Assets. Value of assets in partnership/joint-venture interests2019-12-31$1,688,860
Total contributions received or receivable from employer(s)2019-12-31$93,487
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$13,223
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2018 401k financial data
Total income from all sources2018-12-31$-33,661
Expenses. Total of all expenses incurred2018-12-31$7,438
Total plan assets at end of year2018-12-31$2,248,852
Total plan assets at beginning of year2018-12-31$2,289,951
Value of fidelity bond covering the plan2018-12-31$1,750,000
Total contributions received or receivable from participants2018-12-31$62,239
Other income received2018-12-31$-199,558
Net income (gross income less expenses)2018-12-31$-41,099
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,248,852
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,289,951
Assets. Value of participant loans2018-12-31$28,454
Assets. Value of assets in partnership/joint-venture interests2018-12-31$1,529,429
Total contributions received or receivable from employer(s)2018-12-31$103,658
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$7,438
2017 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2017 401k financial data
Total income from all sources2017-12-31$235,592
Expenses. Total of all expenses incurred2017-12-31$8,312
Total plan assets at end of year2017-12-31$2,289,951
Total plan assets at beginning of year2017-12-31$2,062,671
Value of fidelity bond covering the plan2017-12-31$1,750,000
Total contributions received or receivable from participants2017-12-31$59,697
Other income received2017-12-31$75,815
Net income (gross income less expenses)2017-12-31$227,280
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,289,951
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,062,671
Assets. Value of participant loans2017-12-31$38,278
Assets. Value of assets in partnership/joint-venture interests2017-12-31$1,837,296
Total contributions received or receivable from employer(s)2017-12-31$100,080
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,312
2016 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2016 401k financial data
Total income from all sources2016-12-31$281,151
Expenses. Total of all expenses incurred2016-12-31$11,429
Benefits paid (including direct rollovers)2016-12-31$4,305
Total plan assets at end of year2016-12-31$2,062,671
Total plan assets at beginning of year2016-12-31$1,792,949
Value of fidelity bond covering the plan2016-12-31$1,750,000
Total contributions received or receivable from participants2016-12-31$64,921
Other income received2016-12-31$115,503
Net income (gross income less expenses)2016-12-31$269,722
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,062,671
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,792,949
Assets. Value of participant loans2016-12-31$47,671
Assets. Value of assets in partnership/joint-venture interests2016-12-31$1,694,224
Total contributions received or receivable from employer(s)2016-12-31$100,727
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$7,124
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total income from all sources2015-12-31$121,208
Expenses. Total of all expenses incurred2015-12-31$6,768
Total plan assets at end of year2015-12-31$1,792,949
Total plan assets at beginning of year2015-12-31$1,678,509
Value of fidelity bond covering the plan2015-12-31$1,750,000
Total contributions received or receivable from participants2015-12-31$61,641
Other income received2015-12-31$-40,736
Net income (gross income less expenses)2015-12-31$114,440
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,792,949
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,678,509
Assets. Value of assets in partnership/joint-venture interests2015-12-31$1,518,893
Total contributions received or receivable from employer(s)2015-12-31$100,303
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$6,768
2014 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2014 401k financial data
Total income from all sources2014-12-31$191,900
Expenses. Total of all expenses incurred2014-12-31$22,512
Benefits paid (including direct rollovers)2014-12-31$16,000
Total plan assets at end of year2014-12-31$1,678,509
Total plan assets at beginning of year2014-12-31$1,509,121
Value of fidelity bond covering the plan2014-12-31$1,000,000
Total contributions received or receivable from participants2014-12-31$59,390
Other income received2014-12-31$32,690
Net income (gross income less expenses)2014-12-31$169,388
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,678,509
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,509,121
Assets. Value of assets in partnership/joint-venture interests2014-12-31$1,452,520
Total contributions received or receivable from employer(s)2014-12-31$99,820
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$6,512
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total income from all sources2013-12-31$306,765
Expenses. Total of all expenses incurred2013-12-31$5,324
Total plan assets at end of year2013-12-31$1,509,121
Total plan assets at beginning of year2013-12-31$1,207,680
Value of fidelity bond covering the plan2013-12-31$1,000,000
Total contributions received or receivable from participants2013-12-31$59,045
Other income received2013-12-31$149,800
Net income (gross income less expenses)2013-12-31$301,441
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,509,121
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,207,680
Assets. Value of assets in partnership/joint-venture interests2013-12-31$1,267,516
Total contributions received or receivable from employer(s)2013-12-31$97,920
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$5,324
2012 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$426,207
Expenses. Total of all expenses incurred2012-12-31$4,640
Total plan assets at end of year2012-12-31$1,207,680
Total plan assets at beginning of year2012-12-31$786,113
Value of fidelity bond covering the plan2012-12-31$1,000,000
Total contributions received or receivable from participants2012-12-31$57,992
Contributions received from other sources (not participants or employers)2012-12-31$225,962
Other income received2012-12-31$46,846
Net income (gross income less expenses)2012-12-31$421,567
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,207,680
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$786,113
Assets. Value of assets in partnership/joint-venture interests2012-12-31$991,278
Total contributions received or receivable from employer(s)2012-12-31$95,407
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$4,640
2011 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total income from all sources2011-12-31$153,514
Expenses. Total of all expenses incurred2011-12-31$6,522
Benefits paid (including direct rollovers)2011-12-31$6,522
Total plan assets at end of year2011-12-31$786,113
Total plan assets at beginning of year2011-12-31$639,121
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$58,341
Contributions received from other sources (not participants or employers)2011-12-31$959
Other income received2011-12-31$1,345
Net income (gross income less expenses)2011-12-31$146,992
Net plan assets at end of year (total assets less liabilities)2011-12-31$786,113
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$639,121
Assets. Value of assets in partnership/joint-venture interests2011-12-31$595,206
Total contributions received or receivable from employer(s)2011-12-31$92,869
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total income from all sources2010-12-31$176,264
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$639,121
Total plan assets at beginning of year2010-12-31$462,857
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$48,678
Other income received2010-12-31$35,005
Net income (gross income less expenses)2010-12-31$176,264
Net plan assets at end of year (total assets less liabilities)2010-12-31$639,121
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$462,857
Assets. Value of assets in partnership/joint-venture interests2010-12-31$515,143
Total contributions received or receivable from employer(s)2010-12-31$92,581

Form 5500 Responses for SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN

2023: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SIMKUS WEALTH MANAGEMENT, LLC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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